Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLEY MANAGEMENT CONSULTING, INC.
EIN 30-0075629management consultingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
5
2700 PATRIOT BOULEVARD, SUITE 250 - GLENVIEW, IL 60026847-919-8691kelleymanagement.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KELLEY MANAGEMENT CONSULTING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KELLEY MANAGEMENT CONSULTING, INC. 401(K) AND PROFIT SHARING PLAN
ProfitSharing
Assets$128K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KELLEY MANAGEMENT CONSULTING, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 2 | 2025 | |
| 001 | KELLEY MANAGEMENT CONSULTING, INC. 401(K) AND PROFIT SHARING PLAN | ProfitSharing | $128K | 3 | 2025 |
Retirement plans